审计就绪提取

将银行对账单转换为
Reviewable Excel

Skip manual table rebuilding. Upload a bank statement, review dates and balances, then export structured Excel data.

转换对账单 Try Sample Statement

无需注册 • 免费试用

Extracts running balances and dates for review
Keeps multi-column splits reviewable
检测货币符号 ($, €, £)

Exports for accounting review

Excel workbook QuickBooks CSV Xero CSV
FIRST NATIONAL BANK
Account Statement • Jan 2024
Account
****4821
交易记录
日期
描述
金额
余额
01/15/24
Amazon.com
-$89.99
$12,450.00
01/16/24
Wire Transfer - Acme Corp
-$5,000.00
$7,450.00
01/17/24
Electric Company
-$142.50
$7,307.50
01/18/24
Whole Foods Market
-$67.23
$7,240.27
bank_statement_export.xlsx
文件 主页 插入 数据
A
B
C
D
1
日期
描述
金额
余额
2
01/15/24
Amazon.com
-$89.99
$12,450.00
3
01/16/24
Wire Transfer - Acme Corp
-$5,000.00
$7,450.00
4
01/17/24
Electric Company
-$142.50
$7,307.50
5
01/18/24
Whole Foods Market
-$67.23
$7,240.27

将银行对账单拖放到此处

PDF、JPG或PNG，最大50MB

扫描对账单

拍摄页面并一次上传。

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已拍摄的页面

添加多张照片，然后上传。

提示：保持所有边缘可见并保持页面稳定。

HTTPS protected Private workspace 使用相机扫描

Pick the statement workflow

Client bank statements need different review paths as the work repeats.

Start with a single statement when reconciliation is the job. Use bank-specific pages for known layouts. Move to Firm when the same client, bank, and export settings repeat every month.

Bank statement workflow

Transactions, periods, and balances

Use this for client-supplied statements, historical months, reconciliation, and bookkeeping cleanup.

Excel CSV JSON

Bank-specific formats

Known statement layouts

Use existing bank pages when the upload matches a common statement format and you want examples before starting.

Revolut USAA Citi

Recurring client batches

Monthly page plans for repeat work

Use Bookkeeping or Firm when the same bank, client, and export settings need to stay ready for the next batch.

Bookkeeping Firm QuickBooks/Xero
专为财务团队设计

表格始终是表格。每一次。

不再有断行或错位的列。我们的AI确保您的数据保持在正确的位置。

Structured rows for review

Prepare bank-statement rows with dates, descriptions, amounts, and balances so your team can review the export before using it.

一次批量处理100+文档

Upload a year of bank statements. Get one consolidated Excel file for reviewing months of client document work.

Source Review Context

Keep extracted fields near their source document so your team can review the output before using it.

就绪
Reviewable Output
<30s
处理时间
银行
银行格式
TLS
HTTPS Transport

Financial document parsers

Extract the finance PDFs that slow down close and AP work.

PDF 轉 Excel PDF to CSV PDF to JSON PDF to Text Bank Statement to Excel Bank Statement to CSV Bank Statement OCR 發票轉 Excel Invoice to CSV Bank-specific converters Invoice OCR Purchase Order OCR Receipt OCR
Built for bookkeeping teams

Bank statement workflows worth paying for

Repeat batches

Monthly client statements

Upload client-supplied or historical bank statements, review extracted rows, then export the format your bookkeeping process expects.

Supports PDF statements, scans, Excel, CSV, JSON, QuickBooks CSV, and Xero CSV

Review before import

Keep the source statement available while checking dates, descriptions, balances, and ambiguous rows.

[10:02:14] Rows extracted
[10:02:15] Balance review ready
[10:02:15] ✓ Export complete

Accounting exports

Export reviewed rows to Excel, CSV, QuickBooks CSV, or Xero CSV without rebuilding the table by hand.

A
B
C
1
DATE
AMOUNT
VENDOR
2
01/15
$2,450
Acme Co

For recurring statement cleanup

Save bank/client mappings, batch monthly PDFs, reuse corrections, and surface duplicate, overlapping, or missing statement periods.

Client batches Saved mappings Balance checks QuickBooks/Xero
技术常见问题

运营规格

Details on security, file handling, and accounting exports.

文件兼容性

We accept native PDFs, scanned images (JPG/PNG/TIFF), and Excel files. Scanned or handwritten documents should be reviewed before export.

多页对账单

PDF2TEXT prepares cross-page statement tables for review. Check continuation rows and repeated headers against the source before export.

数据安全

Original files and results are retained in your private workspace so you can review and export them. Access requires the owning session or account, and transport uses HTTPS. Contact support to request deletion.

Accounting Exports

Export reviewed statement rows as Excel, CSV, JSON, or QuickBooks/Xero-friendly files for accounting workflows.

OCR 性能

Our pre-processing pipeline enhances contrast and deskews images before extraction. Always review the extracted rows before relying on them.

有特定需求？

We can help review unusual bank-statement layouts or recurring accounting export needs.

Discuss workflow
Bank statement pages

Browse statement converter pages

Find common bank-statement workflows by region, or search for the bank page closest to your file.

Ally Bank

Bank of America

Capital One

Charles Schwab

Chime

Citibank
+17

查看所有

23 United States

Barclays

Halifax

HSBC UK

Lloyds Bank

Metro Bank

Monzo
+9

查看所有

15 United Kingdom

ATB Financial

BMO

CIBC

Desjardins

EQ Bank

National Bank of Canada
+6

查看所有

12 Canada

没找到您的银行？ Start the bank-statement workflow